MSWM
McGlone Suttner Wealth Management’s Cadence Design Systems CDNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Buy |
1,457
+9
| +0.6% | +$2.77K | 0.07% | 125 |
|
|
2025
Q1 | $368K | Buy |
1,448
+257
| +22% | +$65.4K | 0.06% | 135 |
|
|
2024
Q4 | $358K | Sell |
1,191
-216
| -15% | -$64.9K | 0.06% | 125 |
|
|
2024
Q3 | $381K | Buy |
1,407
+255
| +22% | +$69.1K | 0.08% | 120 |
|
|
2024
Q2 | $314K | Sell |
1,152
-484
| -30% | -$132K | 0.06% | 117 |
|
|
2024
Q1 | $509K | Buy |
1,636
+484
| +42% | +$151K | 0.1% | 95 |
|
|
2023
Q4 | $314K | Buy |
1,152
+59
| +5% | +$16.1K | 0.06% | 117 |
|
|
2023
Q3 | $256K | Buy |
1,093
+48
| +5% | +$11.2K | 0.06% | 116 |
|
|
2023
Q2 | $245K | Sell |
1,045
-186
| -15% | -$43.6K | 0.06% | 129 |
|
|
2023
Q1 | $259K | Buy |
+1,231
| New | +$259K | 0.07% | 119 |
|